Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,000
Closed -$187K 266
2025
Q1
$187K Buy
+20,000
New +$187K ﹤0.01% 254
2024
Q4
Sell
-20,000
Closed -$80K 265
2024
Q3
$80K Buy
+20,000
New +$80K ﹤0.01% 258
2024
Q2
Sell
-20,000
Closed -$75.8K 261
2024
Q1
$75.8K Buy
+20,000
New +$75.8K ﹤0.01% 261
2023
Q4
Sell
-20,000
Closed -$71.4K 268
2023
Q3
$71.4K Hold
20,000
﹤0.01% 250
2023
Q2
$84K Buy
+20,000
New +$84K ﹤0.01% 251
2022
Q2
Sell
-20,000
Closed -$96K 245
2022
Q1
$96K Buy
+20,000
New +$96K ﹤0.01% 255